平安证券：传媒行业细分领域迎上行机遇关注IP潮玩流水表现

智通财经2025-04-28

智通财经APP获悉，平安证券发布研报称，由于国家利好政策的加持激励，文化娱乐产业供给端将呈现多元增长趋势，传媒行业也将持续修复上行。基于可选消费的稳健修复逻辑，传媒行业细分领域或将迎来上行机遇。建议布局业绩确定性较强、股息率高且分红率稳健的行业头部。平安证券主要观点如下：1)游戏及IP由于国家鼓励文娱消费政策的支持，游戏板块或将迎来新一轮产品周期。同时，在AIGC等技术加持下，游戏公司有望实现...

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平安证券：传媒行业细分领域迎上行机遇 关注IP潮玩流水表现

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平安证券：传媒行业细分领域迎上行机遇关注IP潮玩流水表现